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Herndon, VA — Five Star Professional selected wealth advisor, James Christy, as a 2018 Five Star Wealth Manager in the Washington, DC region. This is the fourth consecutive year the organization has selected Christy for the recognition.

Tax Information & Schedules

Retirement plan contribution limits and tax form mailing schedules

Estate Planning

Preserve and protect your legacy

The Importance of High-Level Advice

Personalized, objective and goal-oriented guidance

Our approach is one of real partnership. We serve and help you identify specific needs and challenges over time. We forge a close relationship, set personal goals, then apply the focus and discipline required to pursue the things that are most important in your life.